1 Customer and Administrative Services for Community Choice Aggregation Program Pre-Submittal Conference Friday June 5, :00 p.m. Services of the San Francisco Public Utilities Commission

Agenda 1.Welcome (2 minutes)………………………………………………………..Sailaja Kurella 2.Introductions (5 minutes)……………………………………………………All 3.Project Overview (5 minutes)……………………………………………..Michael Hyams 4.Scope of Work and Qualifications (10 minutes)…………………..Michael Hyams 5.Proposal Schedule, Format and Evaluation (10 minutes)……..Sailaja Kurella 6.CMD—LBE and 12B Requirements (10 minutes)………………….Regina Chan 7.Community Benefits (10 minutes)……………………………………….Jessica Buendia 8.Questions and Answers (35 minutes)…………………………………..All 2

Project Overview (1) SFPUC is seeking a qualified supplier to provide comprehensive customer care, account management, billing, and data services for CleanPowerSF—the City’s Community Choice Aggregation Program CleanPowerSF is a program created pursuant to state enabling legislation, which authorizes local governments to purchase electricity on behalf of residents and businesses The incumbent utility provides other services, including electric transmission, distribution, metering and bill issuance/processing 3

Project Overview (2) CleanPowerSF will offer electricity generation services to retail electricity accounts within the City in phases Phase 1 is expected to include approximately 40, ,000 accounts Subsequent phases will offer service to as many as 375,000 retail electricity accounts in total 4

Project Overview (3) The services requested in this RFP include: 1)Exchange of customer usage, billing and payment data with Pacific Gas & Electric Company (PG&E) 2)Management of CleanPowerSF customer accounts and billing 3)Responding to CleanPowerSF customer service calls 4)Addressing CleanPowerSF customer service issues 5

Project Overview (4) 6 Project Timeline Provider Selection……………………………………July 2015 Notice of Award of Agreement……………...September 2015 Project Kick-off Meeting……………………...Late Sept Commence Pre-Launch Work…..……………..Oct-Dec 2015 Start of Phase 1 Customer Enrollment……….Late Jan 2016

Project Scope 7 Task 1: Customer Enrollment All services necessary to administer the enrollment and opt-out of customers from the CleanPowerSF customers Pre-enrollment activities required to exchange and process Community Choice Aggregation Service Requests via Electronic Data Interchange with PG&E Task 2: Data and Billing Administration Management of customer electricity data, issuances of monthly bills through PG&E’s billing process and tracking of customer payments Task 3: Customer Service Provision and operation of a customer call center which will respond to customer billing inquiries and request for program information Task 4: Community Benefits

Proposer Qualifications Prime Proposer and Joint Venture (JV) Partners Customer Accounts and Billing Administration Experience: must have at least three (3) years of experience managing and administering customer accounts, issuing bills, and executing other associated tasks for an energy industry client, and preferably a Community Choice Aggregator AND Customer Care Experience: must have at least one (1) year of experience managing a call center for an energy industry client, and preferably a Community Choice Aggregator AND Reference Projects and Client References: the Prime or Lead JV Partner must provide a minimum of three (3) reference projects Proposer cannot be a Prime or a JV Partner on more than one (1) proposal 8

Proposer Qualifications Non-lead JV Partners Customer Accounts and Billing Administration Experience: must have at least one (1) year of experience managing and administering customer accounts, issuing bills, and executing other associated tasks OR Customer Care Experience: must have at least one (1) year of experience managing a call center and related activities AND Reference Projects and Client References: must provide a minimum of two (2) references demonstrating successful work on related projects Technical Sub-consultants Must demonstrate a minimum of one (1) year experience in technical area 9

Proposer Qualifications Technical Sub-consultants Must demonstrate a minimum of one (1) year experience in technical area Non-Technical Sub-consultants (e.g., reprographics) Not required to meet Technical Sub-consultant qualifications 10

RFP Timeline Advertisement of RFP………………………………………....May 29, 2015 Pre-Submittal Conference June 5, 2015 Deadline for Proposers to Submit Questions June 11, 2015 Deadline for Proposers to Submit Proposals June 25, 2015 Short-listing and Notification for Oral Interviews ….July 9, 2015 Oral Interviews July 15, 2015 Posting of Proposer Ranking July 16, 2015 Deadline for Proposer to Achieve Vendor Compliance and Execute Agreement August 25, 2015 Notice of Award of Agreement September 15,